Note: The job is a remote job and is open to candidates in USA. Atlas Agency is on a mission to empower individuals and families to manage their wealth with confidence and clarity. As a High-Ticket Sales Closer, you'll help clients make informed financial decisions by diagnosing their financial needs and providing tailored solutions. This role offers a dynamic, performance-driven environment with opportunities for growth and a structured sales system to support your success.
Responsibilities
- Run Structured Client Appointments
- Conduct fact-finding sessions via Zoom
- Identify gaps in budgeting, savings, debt, insurance, and retirement planning
- Follow the Atlas appointment framework (Fact Find - Diagnose - Recommend - Close)
- Maintain professionalism and high energy regardless of circumstances
- Present & Close High-Ticket Financial Solutions
- Handle objections with discipline and emotional control
- Close business ethically and accurately
- Ensure strong client onboarding and persistence
- Maintain Production Standards
- Track weekly KPIs (appointments set, sit rate, close rate, premium submitted)
- Participate in weekly sales training and accountability calls
- Maintain a high-performance, positive attitude culture
- Obtain and maintain required insurance licensing (we provide guidance + reimbursement program)
- Complete required training modules
- Operate in full compliance with regulatory standards
Skills
- Strong verbal communication skills and confidence on Zoom
- Willingness to obtain state insurance licensing (we provide guidance + reimbursement program)
- Coachable and able to follow a structured sales system
- Comfortable working in a 100% commission-based environment
- Ability to maintain a positive, professional attitude regardless of external circumstances
- Self-discipline to manage a remote schedule and hit weekly activity targets
- Run Structured Client Appointments
- Conduct fact-finding sessions via Zoom
- Identify gaps in budgeting, savings, debt, insurance, and retirement planning
- Follow the Atlas appointment framework (Fact Find - Diagnose - Recommend - Close)
- Maintain professionalism and high energy regardless of circumstances
- Present & Close High-Ticket Financial Solutions
- Handle objections with discipline and emotional control
- Close business ethically and accurately
- Ensure strong client onboarding and persistence
- Maintain Production Standards
- Track weekly KPIs (appointments set, sit rate, close rate, premium submitted)
- Participate in weekly sales training and accountability calls
- Maintain a high-performance, positive attitude culture
- Obtain and maintain required insurance licensing (we provide guidance + reimbursement program)
- Complete required training modules
- Operate in full compliance with regulatory standards
Benefits
- Flexibility to work remotely
- Clear path from production to leadership and team building
- Tools and training needed to excel
- Guidance + reimbursement program for state insurance licensing
- Weekly sales training and accountability calls
Company Overview
We are a nationwide financial services organization focused on helping individuals and families build, protect, and grow their wealth through education-first financial planning. It was founded in undefined, and is headquartered in , with a workforce of 51-200 employees. Its website is .